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Flaharty Asset Management’s American Electric Power AEP Stock Holding History

Flaharty Asset Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-925
Closed -$101K – 137
2025
Q1 		$101K Buy
+925
New +$93.7K 0.01% 158
2024
Q4 		– Sell
-606
Closed -$62.2K – 134
2024
Q3 		$62.2K Buy
+606
New +$59.1K 0.01% 185
2023
Q4 		– Sell
-1,135
Closed -$85.4K – 123
2023
Q3 		$85.4K Buy
+1,135
New +$92.4K 0.01% 162

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Flaharty Asset Management's AEP Position: Q2 2025 in Review

Flaharty Asset Management sold out of American Electric Power (AEP) in Q2 2025, closing a stake of 925 shares — an estimated $101K sold.

Flaharty Asset Management first reported a position in AEP in Q3 2023 and held it in 3 quarters. The position peaked at $101K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold AEP as of Q2 2025.

  • Flaharty Asset Management reported no remaining American Electric Power position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 925 American Electric Power shares in Q2 2025, an estimated $101K.
  • Flaharty Asset Management first reported a position in American Electric Power in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's American Electric Power position peaked at $101K in Q1 2025.
  • 1,635 funds tracked by Wall St. Rank held American Electric Power as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.